+2.9%
SWKS vs SSNC
-8.1%
+11.0%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -3.8% | +5.7% | +2.0% |
| 7D | +11.8% | -1.8% | +13.6% | +11.9% |
| 30D | +6.7% | +1.9% | +4.8% | +6.6% |
| 3M | 0.0% | +18.4% | -18.4% | -0.3% |
| 6M | +38.7% | +7.0% | +31.8% | +41.3% |
| YTD | +21.4% | -6.9% | +28.3% | +28.9% |
| 1Y | +2.9% | -8.2% | +11.1% | +17.2% |
| All | +2.9% | -8.1% | +11.0% | +17.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SSNC.
Daily Out/Under-Performance
Portfolio return minus SSNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SSNC return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded SSNC wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling